A heretical proposal: How about sharing risk with our annuity carriers?
By John L. OlsenWhy not reduce agent commissions proportionally as the single premium increases?
April 24, 2015
The reverse elevator speech: A test of authenticityThe reverse elevator speech is key to improving perceptions of our industry and designing customer experiences.
April 24, 2015
Is Your Client a ‘How’ or a ‘Why’?Advisors encounter a broad spectrum of personalities, but I've found that most clients fit into one of two categories: the hows and the whys.
April 23, 2015
It’s time to re-introduce life settlements to accountantsWith buyers looking for policies to invest in, the life settlement opportunity is better than it has been in many years.
April 23, 2015
It’s time to re-introduce life settlements to accountantsWith buyers looking for policies to invest in, the life settlement opportunity is better than it has been in many years.
April 23, 2015
Fossil Fuel Divestment: Portfolio Consequences and StrategiesOur research suggests that institutions could be better served by a divestment portfolio than individuals, but theres much more to the story.
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